IPG Securities Asset Management is incorporated in Geneva, Switzerland and a regulated member of ARIF*. We employ multiple execution partners and Global custodian services in Switzerland, the United States, Canada, Denmark, Bahamas, and Panama. We also offer a unique "Digital Banker" that provides a broad range of Family Office services and portfolio analytics which was created by Family Offices for Family Offices.
The Company was founded by highly successful Wall Street executives with many years of experience as Advisors and senior managers at firms such as Merrill Lynch & Co, Morgan Stanley, Goldman Sachs, Barclays and UBS; who have successfully leveraged the opportunity in today’s market for disintermediation. As commercial and investment banks have dramatically limited their support of international clients and their advisors, we encourage and welcome them.
*ARIF is a self‐regulating body approved by the Swiss Financial Market Supervisory Authority (FINMA) for the supervision of the financial intermediaries referred to in article 2 para. 3 of the Swiss Federal Law on combating money laundering and terrorism financing in the financial sector (AMLA). ARIF is also recognized by FINMA as a professional organization for laying down rules of conduct relating to the practice of the profession of independent asset manager within the meaning of the Swiss Federal Act on collective investment schemes.
A home for International Advisors and their clients; all working together as an INTERNATIONAL COMMUNITY, by helping to build and sustain secure, prosperous and well‐governed partnerships that respond to the needs of clients.